John Payne

“VG had an active first quarter with approximately $1.2 billion in new capital commitments. The last two quarters, Quarter 4, 2025, and Quarter 1, 2026, represent the first consecutive quarters during which VG has announced more than $1 billion in new capital commitments, sequentially in the company's history.”

“As Ed laid out, we face a market environment that defies easy explanation. But at Vici, we have already faced multiple unprecedented events in our eight-year history. and through disciplined capital allocation, we have been able to strike the balance between investment quality and growth.”

“Vici's power source of compounding, our total return, is supported by our disciplined approach to building a high-quality portfolio and cultivating a network of best-in-class operating partners.”

“VICI is very proud of our core ability to develop relationships and convert them into valuable long-term investment partnerships.”

“I'll start by reiterating Ed's enthusiasm around the new strategic relationship we formed with Cain and Eldridge. As we said time and time again, deep relationships are at the core of VICI's investment strategy.”